Please join us in welcoming Brogan O'Connor, CFP®, AIF® to the RMR Wealth Builders, Inc. Team!
Brogan entered the wealth management industry immediately after graduating from Connecticut College in 2013 with a Bachelor’s degree in Economics. Brogan joins RMR Wealth with over 10 years of industry experience, providing investment management and financial planning services to businesses, individuals, and their families. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Accredited Investment Fiduciary® professional designation.
Leveraging his education and experience in working with personal wealth clients, Brogan joins RMR Wealth Builders, Inc. as a Senior Wealth Advisor, Manager of Participant Education. In this role, Brogan will collaborate with plan participants to organize their goals and current financial situation, provide the education needed to make more informed decisions, and guide clients through the steps to make their financial plan successful.